Allow cdot admin to change trial dates on a namespace
Problem
As a cdot admin, I would like to alter the end date of a namespace on an active or expired trial.
Use cases to address
- Extend the end date of an active trial
- Reactivate an expired trial
- Extend the end date of an existing plan
Namespace can be in the following states:
- Trial = yes, no subscription linked
- Trial = no, no subscription linked
- Trial = no (expired), no subscription linked (see this issue for more context on expired trials)
- Trial = no, subscription linked
- Trial = yes, subscription linked
Requirements
- When trial extension feature is used, namespace should be set to trial = yes
- If extending an expired trial, start date can be automatically set to
current date - If extending end date on a namespace with an active subscription then do not change start date and set trial = yes. Keep subscription linked.
- Success message should confirm the action that was completed
- The updated trial plan should be sent to the appropriate SFDC record
- Provide required field for task note
- Ensure sufficient logs (see logs section)
**task note: field will be used by admins to record reason for performing action. Field should allow links.
Logs
Errors/failures:
- Expected errors/failures for this action should be documented (documentation location tbd)
- Errors/failures should be clear and include a recommendation on how to fix
- Errors should be logged and searchable in sentry/kibana (tbc)
Activity/History
- The following action details should be logged in history:
- date + time
- what action was performed
- who performed the action (email address)
- status (success/failure) with error message if failure
- admin note
Permissions
Action should only be allowed for users with admin write permissions in customersdot.
Future iterations (not in scope for this issue)
- Limit on trial duration: do no allow trial to be extended for more than 90 days
- Instrument / reporting on use of trial extension feature
Edited by Donique Smit